Despite all of our advances in technology, the world still invests the vast majority of its financial assets using a combination of gut instincts, hunches, emotionally-driven decisions, simple questionnaires, and “what we learned in college.”

As a result, when markets pull back, investors typically pull the plug—locking in horrible losses, sitting out the recovery and waiting until the market “feels safe” again to reinvest at the top, and repeat the cycle.

We are transforming the industry by empowering investors to capture an exact measurement of risk tolerance, and use that data to capture and meet expectations and quantify suitability.